Andrew Roberts is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with Financial Advisory Corporation since 2001, totaling 25 years at the firm. Financial Advisory Corporation provides wealth management services combining investment management and comprehensive financial planning for individuals, including high-net-worth clients, retirement plans, and nonprofit/endowment clients. The firm uses an asset-allocation approach with discretionary portfolio management, incorporating mutual funds, ETFs, individual bonds, and regular rebalancing tailored to client objectives and risk tolerance.

Chad Soukup is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at JVL Associates, LLC since 2019 and was previously with Plante Moran Financial Advisors, LLC for 12 years. Soukup is based in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm serving individuals, charitable organizations, trusts, estates, and business entities. The firm employs a combination of passive and active investment strategies, offers discretionary portfolio management, and provides access to private funds and separate account solutions.

Matthew Boersen is a CFP® with 15 years of industry experience and has been with Straight Path Wealth Management since 2013. He serves as a board director for a nonprofit organization providing health care and religious services in Africa. Boersen is also a 50% owner of Consensus Settlement Partners, LLC, a consulting firm that refers investment advisory business to Straight Path Wealth Management. Straight Path Wealth Management offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporate and nonprofit accounts. The firm employs a blend of academic, fundamental, economic, and technical analysis and actively manages portfolios using a variety of strategies including ETFs, mutual funds, individual securities, and tactical trading approaches.

Jordan Buffum is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Voisard Asset Management Group in Grand Rapids, MI. He has been with Voisard since 2015. Voisard Asset Management Group is a SEC-registered advisory firm that serves individuals, including high-net-worth clients, and retirement plans, managing approximately $589 million across 446 client relationships. The firm employs a multi-disciplinary investment approach focused on diversified portfolios primarily using mutual funds and ETFs, with specialized ERISA retirement plan services and detailed disclosures for plan sponsors.

Jeffrey Williams is a CFP®, PFS™, and Series 65 credentialed advisor with 17 years of industry experience. He has been with Grand Wealth Management, LLC since 2004, currently serving as part of their seven-advisor team in Grand Rapids, MI. Grand Wealth Management serves select individuals, families, and institutions, offering wealth management, institutional investment management, retirement plan advisory, portfolio management, and financial planning services. The firm employs a fee-only, fiduciary approach with an investment strategy based on Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs.

Andrew Vander Schaaf is a Series 65-credentialed financial advisor with nine years of industry experience. He currently works at Aspire Wealth and Advisor123 LLC, where he holds roles including Director of Business Development. Vander Schaaf previously worked at Retirement Wealth Advisors and FormulaFolios. Aspire Wealth is a team advisory firm serving individuals, corporations, charities, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm utilizes a multi-strategy investment approach based on asset allocation, tactical adjustments, and proprietary model portfolios.

Jaycob Keuning is a financial advisor at Straight Path Wealth Management with seven years of industry experience. He holds a Series 65 credential and has worked at Straight Path Wealth Management since 2019. Outside of advising, he is involved in a non-investment related business, Jet's Pizza, where he spends significant time weekly. Straight Path Wealth Management provides investment advisory and financial planning services to individuals, corporate retirement plans, non-profits, and insurance company clients. The firm uses a combination of academic, fundamental, economic, and technical analysis to manage diversified portfolios, employing strategies including short selling and derivatives tailored to client risk profiles.

Joshua Moeller is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 license with four years of industry experience. He previously worked at Kevin Toler & Associates for four years and spent eight years at Fitness Together. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, and businesses. The firm manages approximately $537 million and employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals.

Thomas Braun is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, with 15 years of industry experience. He holds the Series 66 designation and has been with StreamSong Advisors since 2014. Braun serves as a for-profit board member of Change Parts, a private company. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, investment management, and consulting services. The firm combines fundamental, technical, and cyclical analysis in its investment process and tailors portfolios to clients’ risk tolerance, time horizon, and liquidity needs.

Calvin Wiersma is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Grand Wealth Management, LLC since 2020, following earlier roles at Fifth Third Securities and Fifth Third Bank. Grand Wealth Management serves select individuals, families, and institutions, providing wealth management, institutional investment management, retirement plan advisory, portfolio management, and financial planning services. The firm operates on a fee-only basis, employing a Modern Portfolio Theory approach with a focus on globally diversified, low-cost funds and a systematic wealth management process.

Daniel Haines is a CFP® and CFA® with eight years of industry experience, currently serving at Voisard Asset Management Group since 2024. His prior roles include positions at Summitview Advisors, Zhang Financial LLC, and Greenleaf Trust. Voisard Asset Management Group is a SEC-registered advisory firm serving individuals—including high-net-worth clients—and retirement plans, managing approximately $589 million in assets across 446 client relationships. The firm employs a multi-disciplinary investment approach emphasizing diversified portfolios built with mutual funds, ETFs, and tailored asset allocation, and provides specialized ERISA-focused retirement plan services.

Michael Mac Gillivray is a CFP® and Series 65-registered advisor with Voisard Asset Management Group, bringing one year of industry experience. Prior to joining Voisard, he held roles at Calvin University, Cooper Davis Financial Group, Strategies Wealth Advisors, Wegmans Food Markets, and Whitinsville Christian School. Voisard Asset Management Group serves individuals—including high-net-worth clients—and retirement plans, managing approximately $589 million in assets across 446 client relationships. The firm employs a multi-disciplinary investment approach focused on diversified portfolios tailored to client objectives and risk tolerance, with specialized services for ERISA retirement plans.

John Hoogland is a financial advisor at Aspen Investment Management Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Aspen Investment Management since 2011. Outside of his advisory role, he holds a 10% interest in a self-storage limited partnership. Aspen Investment Management provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth clients, trusts, estates, and charitable institutions. The firm uses a combination of fundamental and technical analysis, model asset allocations, and tactical adjustments to construct portfolios using individual securities, mutual funds, and ETFs.

Haley De Haan is a financial advisor at JVL Wealth Strategies with a Series 65 designation and one year of industry experience. Prior to joining JVL Wealth Strategies, Haley worked at OVD Insurance and held various roles at Grand Valley State University and Thornapple Manor Nursing Home. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients through an eight-advisor team. The firm serves individuals, charitable organizations, trusts, estates, and business entities, offering financial planning, wealth management, and discretionary portfolio management with a focus on asset allocation and a combination of passive and active investment strategies.

Michael Haskell is a financial advisor with Caitlin John, LLC in East Grand Rapids, MI, holding a Series 65 designation and 12 years of industry experience. He has been with Caitlin John, LLC since 2013 and also owns and operates Haskell Enterprises Inc., a life insurance agency. Prior to that, he worked at Senior Benefits Group/Alberland Partners LLC from 2009 to 2017. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party portfolio managers, and a variety of instruments, including alternatives and options strategies.

Alan Tubbergen is a financial advisor with Advisory Advocates LLC and holds a Series 65 designation. He has 15 years of industry experience and has worked at several firms, including PLG Planning, LLC and PLP Advisors, LLC. Outside of his advisory work, he is involved with Growth Management Group, where he assists businesses with cost savings. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation, sector rotation, and option-protected overlay models, often utilizing affiliated sub-advisers.

Matthew Cook is a financial advisor at Fairway Investment Group, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Fairway Investment Group since 2021. Outside of his financial advisory roles, he serves as a part-time pastor at First Reformed Church in Grandville, Michigan, a position he has held since 2014. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, focusing mainly on non-discretionary management with tailored client recommendations.

Blake Appell is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Hill Island Financial LLC, where he has worked since 2024. His prior experience includes roles at Henrickson Nauta Wealth Advisors, AE Wealth Management, TriFound Financial, Merrill Lynch, and Fifth Third Bank. Hill Island Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, with a portfolio approach focused on long-term holdings in ETFs and mutual funds combined with fundamental and technical analysis.

Paul Damon is a CFP® and ChFC® with 45 years of experience in financial advisory services. He is currently with 724 Capital, LLC and has held roles at Stewardship Planning Partners, Family Capital Management, and American Portfolios Financial Services, Inc. Damon is the owner and president of Paul Damon & Associates, Inc., an RIA focused on comprehensive financial planning and asset management. He also owns Strategic Stewardship Partners, which provides family wealth counseling outside of securities. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, providing portfolio management, pension consulting, and financial planning. The firm integrates model allocations with various analysis methods and conducts monthly account reviews, using a diverse range of investment strategies and instruments.

Douglas Voisard is a CFP® professional with 16 years of industry experience. He has been with Voisard Asset Management Group since 2002. The firm serves individuals, including high-net-worth clients, and retirement plans, managing approximately $589 million in assets across about 446 client relationships. Voisard Asset Management Group employs a multi-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis to build diversified portfolios with an emphasis on mutual funds, ETFs, and tailored asset allocation. The firm offers services including discretionary and non-discretionary portfolio management, financial planning, and advisory support for employee benefit plans, with notable expertise in ERISA-focused retirement plan services.